Surging global energy demand. A finite supply of fossil fuels that’s increasingly costly to obtain – both in terms of expense and the environment. With powerful drivers like these, we think an alternative energy revolution is underway. Now you can participate in the global shift to alternative energy and renewable energy by investing in companies that explore, harness and store solar, wind, hydroelectric, tidal wave, geothermal, biomass and biofuel energy. Our Alternative Energy Fund also invests in companies that develop technology for conserving or enabling more efficient energy use.
Alternative Energy Fund
|Calendar YTD||1 Year||3 Years||5 Years||10 Years||Since
Fund holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security.
|TOP INDUSTRY SECTORS (as of 12/31/2019)|
|Renewable Energy Generation||27.02%|
|Renewable Equipment Manufacturing||19.59%|
|GEOGRAPHIC WEIGHT (as of 12/31/2019)|
“I can see the potential for 10 to 20 years of strong growth across the renewable energy industry. Energy supply may be the most pressing issue facing the planet today.“
It’s important to Edward Guinness to be part of a company that sets itself apart by thinking creatively. Edward manages our Alternative Energy Fund, which provides one of the best opportunities for the company to leverage its creative mindset. Increase in global energy supply is essential for continued improvements to living…
“Global energy concerns are going to be absolutely central to political and social decisions that are made over the next decade.“
Will Riley has a mind for finance and a passion for global energy. With over twelve years in finance and eight years of valuation analysis, his goal is to find the most attractive investments across the global energy spectrum. While mainstream energy is clearly an issue of central importance today, Will…
Jonathan Waghorn is well known and regarded in the energy sector for his rigorous and disciplined investment process. With over 17 years of experience working in the energy investment sector, his investment process is one that has been sharply honed. With a master’s degree in physics, Jonathan is able to bring…
The Advisor has contractually agreed to reduce its fees and/or pay Fund expenses (excluding Acquired Fund Fees and Expenses, interest, taxes, dividends on short positions and extraordinary expenses) in order to limit the Fund’s Total Annual Operating Expenses to 1.98% through June 30, 2020. To the extent that the Advisor absorbs expenses to satisfy this cap, it may recoup a portion or all of such amounts absorbed at any time within three fiscal years after the fiscal year in which such amounts were waived or absorbed, subject to the expense cap in place at the time recoupment is sought, which cannot exceed the expense cap at the time of the waiver. The expense limitation agreement may be terminated by the Board of the Fund at any time without penalty upon 60 days’ notice.